The SECURE 2.0 Act of 2022 (SECURE 2.0) was enacted at the end of 2022. For nearly two years, a OneAmerica task force has been monitoring the legislation to determine the potential impact to the retirement industry, our customers’ plans, and our recordkeeping operations. We’ve created resources that outline the key information you need to know.
Streamlined chart of key provisions, effective dates, and plan types affected.
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Subject matter professionals from the OneAmerica Plan Solutions team discuss how SECURE 2.0 may impact retirement plans
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Catalog of materials focused on key provisions
SECURE 2.0 includes provisions that allow participants to take (and often repay) a distribution from their employer-sponsored plan.
Overview of SECURE 2.0 provision that provides permanent relief for certain plan distributions and loans when there is a federally declared disaster.
Learn about the optional provision in SECURE 2.0 that allows participants to designate employer matching and/or non-elective contributions as Roth.
Alan Blaskowski and Jamie Kelly of OneAmerica discuss the SECURE 2.0 provision addressing Roth employer contributions.
Learn how SECURE 2.0 changes the eligibility requirements for long-term, part-time employees and best practices for plan sponsor to track relevant information.
Alan Blaskowski and Jamie Kelly of OneAmerica discuss changes to long-term part-time employee eligibility (LTPT) requirements as a result of the SECURE Act and SECURE 2.0.
Learn how SECURE 2.0 provisions affect hardship withdrawal guidelines.
Share this flyer with your LTPT employees to help them understand they may be eligible to participate in your company’s retirement plan.
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Learn about the optional provision included in SECURE 2.0 that allows employers to match qualified student loan payments.
Alan Blaskowski and Jamie Kelly of OneAmerica discuss the optional provision that enables plan sponsors to match student loan payments.
Learn about the optional SECURE 2.0 provision that would permit a plan-linked emergency savings account (ESA).
Learn about the optional SECURE 2.0 provision that would permit a plan-linked emergency savings account (ESA).
Overview of the mandatory and optional provisions included in SECURE 2.0 that affect catch-up contributions.
Learn about SECURE 2.0 provisions that change the attribution of ownership rules.
Contact your plan representative who will coordinate with our subject matter professionals to ensure we provide you with any information you need.